GLOF

A Disjointed World: Themes For 2024

A disjointed world: five overlapping themes that will drive global political and economic relationships in 2024. Geopolitical reordering, economic fault lines, resource security, supply chain and logistics reordering will impact global relationships, trade and investment. The outcome of scheduled elections in 2024 will have major implications for global economic policy.

Weekly Report: what happened at GLOF last week (1127-1201)?

Weekly Report: what happened at GLOF last week (1120-1124)?

Weekly Report: what happened at GLOF last week (1113-1117)?

Different Strokes In Economic Growth

Recent consumer price inflation releases in the us, eurozone and uk have all surprised to the downside. We continue to expect monetary policy pivots in advanced economies from 2024. The eurozone's economic performance has disappointed consensus expectations. Global pmi data indicate a broad-based loss of momentum. Recent news on inflation has been more encouraging.

Weekly Report: what happened at GLOF last week (1106-1110)?

Q3 2023 Active Management Review: Value Dominates

Home market outlook today's market q3 2023 active management review: value dominates. The value factor dominated returns across all regions, while growth was the worst-performing factor. The energy sector was the best-performing sector for equity managers in the third quarter of 2023.

Weekly Report: what happened at GLOF last week (1030-1103)?